Trek Wealth Planning

Trek Wealth Planning provides comprehensive financial planning and discretionary investment management primarily for individuals and high‑net‑worth clients, and also accepts engagements with charitable organizations and business owners. Services include ongoing and project-based financial planning that addresses retirement, estate, tax, cash‑flow and risk management, along with implementation and portfolio oversight.

The firm constructs portfolios using a combination of passive and active ETFs and mutual funds and employs fundamental, technical, and cyclical analysis as part of its investment process. For some accounts it recommends third‑party investment managers and conducts ongoing oversight of those managers’ strategies, holdings, and operational controls while generally managing client accounts on a discretionary basis.

Compared with many independent advisers, Trek’s explicit work with charitable organizations and its documented due diligence of Outside Managers — including review of specialized options‑based or financing strategies — are notable for a firm with roughly $24 million in assets and fewer than 50 clients. The firm also offers both subscription‑style ongoing planning engagements and discrete project‑based plans, and may enroll clients in a custodial subscription program to access certain platform cash and transaction features.